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Category: AT&T (T)

Tech and Communications Services Sectors: How Big Are These Companies Getting ?

January 27, 2020 Brian Gilmartin Leave a comment

  While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration…

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Posted in: Apple (AAPL), AT&T (T), Top 10 Market Cap Weights

Looking at Top 5 Stocks in SP 500 – Market Cap / Earnings Weight Influence on SP 500 Earnings

August 23, 2016 Brian Gilmartin Leave a comment

This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked…

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Posted in: Amazon, Apple (AAPL), AT&T (T), JNJ, JPM, MSFT, Telco, XOM

Sector Earnings Update: Can Telco Sustain the Upside Momentum ?

March 20, 2016 Brian Gilmartin Leave a comment

I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset,…

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Posted in: AT&T (T), Telco, VZ

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

12.21.14: Ranking SP 500 Sectors Strongest to Weakest in terms of 2015 Expected Earnings Growth

December 21, 2014 Brian Gilmartin Leave a comment

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…

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Posted in: Apple (AAPL), AT&T (T), Financial sector, Financials, Industrials, Sector Earnings Growth Estimates, SP 500 forecast(s), Technology

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Fundamentalis

  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

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